Mark T. Spellman
Partner, Chief Executive Officer & Portfolio Manager
Biography
Mr. Spellman is an Alpine Saxon Woods Founding Partner and Chief Executive Officer, responsible for overseeing the firm's strategic direction, business development, and growth initiatives. Mr. Spellman has over 30 years of experience in various capacities within the investment industry. Before launching Alpine Saxon Woods, Mr. Spellman was a Co-Chief Investment Officer and Portfolio Manager at Alpine Funds, managing the Alpine Rising Dividend Fund, a long/short equity portfolio, and other U.S. equity strategies.
Prior to joining Alpine Funds, Mark was a Portfolio Manager for Value Line Funds. Before that, he was a member of the value equity team at MacKay Shields, managing its $1.2B mid-cap value equity product as well as the five-star Mainstay Strategic Value Fund. In addition, he was co-portfolio manager for a number of other products, including large-cap value, all-cap value, small-cap value, and quantitative value overlay funds.
Before that, Mr. Spellman worked at Deutsche Bank Securities in positions including serving as a sell-side U.S. equity strategist working with the Chairman and CEO, Jim Moltz, and as an automotive industry analyst. He started his career as an Assistant Portfolio Manager and computer programmer for Prudential Insurance’s family of mutual funds. Mr. Spellman earned his degree in Computer Science and Finance from the Carroll School of Management at Boston College and an M.B.A., with high honors, from the Isenberg School of Management at the University of Massachusetts Amherst.
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